Jill Grossman-Belisle

Jill Grossman-Belisle

Phone: 970-223-0907
Fax: 970-223-2615
E-mail:

Jill has lived in Colorado over 23 years, and Northern Colorado for 12, and is very connected to the community in which she lives and works and is committed to helping people and businesses strategically plan and reach their financial goals.  She has over 30 years of business experience in financial services, the banking industry, has served as an elected official and on many non-profit boards and committees.  She began her career in commercial lending and the trust department for a bank.  She managed a successful financial planning firm and served as an elected school board director in Colorado Springs prior to relocating to Northern Colorado.  After relocating to Northern Colorado, she helped many employers with their health insurance benefits, representing a national health insurance carrier.  She served as the Vice President of Retail Services for a financial institution for over eight years, overseeing all retail delivery of services including the mortgage and investment services.   

 

Jill joined the team at Retirement Estate Advisors, Inc. in April 2010 as a Financial Planner, a licensed security Principal, IAR, licensed insurance agent in Colorado, and licensed mortgage originator.  She is currently working on her ChFC designation.  She specializes in a strategic, comprehensive approach to uncovering and coordinating all aspects of personal and business financial planning.  She is also President and Owner of JGB Strategic Solutions, which offers profitability solutions for businesses.  She serves on the Town Council of Timnath, is a member of the PVH Foundation Development Council, and Rotary.  She is married with five grown children, daughter-in –law, and one granddaughter.  She enjoys spending time with her family and friends, running, golf, and serving her clients and the community.

“My personal commitment is to provide the highest level of integrity and service to my clients at all times, working in their best interest to help them achieve sustainable financial success and reach their goals.”